Please feel free to contact me with any questions
Contact: Brian East, CFP®This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator is designed to help you attach a dollar figure to your life’s work.